Here's The Good News For Applehttp://www.businessinsider.com/heres-the-good-news-for-apple-2013-1/comments
en-usWed, 31 Dec 1969 19:00:00 -0500Mon, 19 Mar 2018 11:46:49 -0400Jay Yarowhttp://www.businessinsider.com/c/510148d969bedd200d000013Murray JrThu, 24 Jan 2013 09:44:41 -0500http://www.businessinsider.com/c/510148d969bedd200d000013
What was the average margin on those phones vs. iPhone?http://www.businessinsider.com/c/510141e36bb3f70754000002RichardoThu, 24 Jan 2013 09:14:59 -0500http://www.businessinsider.com/c/510141e36bb3f70754000002
The behavior of lemmings is much the same as that of many other rodents which have periodic population booms and then disperse in all directions, seeking the food and shelter their natural habitats cannot provide. The Norway lemming and brown lemming are two of the few vertebrates who reproduce so quickly that their population fluctuations are chaotic, rather than following linear growth to a carrying capacity or regular oscillations. It is unknown why lemming populations fluctuate with such great variance roughly every four years, before plummeting to near extinction.http://www.businessinsider.com/c/51013c1fecad04af5c000008RichardoThu, 24 Jan 2013 08:50:23 -0500http://www.businessinsider.com/c/51013c1fecad04af5c000008
I know it was like a giant global brain fart. Unable to explain. Somebody call call the X-file nerds.http://www.businessinsider.com/c/5100fb086bb3f7ac4c000007SureshThu, 24 Jan 2013 04:12:40 -0500http://www.businessinsider.com/c/5100fb086bb3f7ac4c000007
Thanks for your effort which is used for provide news. Business news is very helpful for a Industry, Businessman for get current market status and also beneficial for increase business or take right decision. visit Business News .http://www.businessinsider.com/c/5100f1fbecad04c84c00000bfyiThu, 24 Jan 2013 03:34:03 -0500http://www.businessinsider.com/c/5100f1fbecad04c84c00000b
And Samsung sold 63 million smartphones -- a much more accelerated yoy growth. Seems like people like bigger screens, no?http://www.businessinsider.com/c/5100ec7d69bedd2333000003JayJKThu, 24 Jan 2013 03:10:37 -0500http://www.businessinsider.com/c/5100ec7d69bedd2333000003
You are ridiculous. In every product category they compete, they make far more money than all the other competitors combined. How is that "losing in almost all markets"? The problem with Apple is that they now have reached the limit of their addressable market for iPhones. They are probably looking to sell 160-180 million iPhones this year, and it's just not plausible to see that number grow to 200, 300, 400 million because they have already reached the worldwide market share that they could expect to achieve given their product portfolio.
And as for every new product being copy of the old one, that's true for every other company. Apple was special that they brought to market three incredibly successful innovations (iPod, iPhone, iPad) in the past few years, but you can't expect them to introduce revolutionary products every year.http://www.businessinsider.com/c/5100e7536bb3f7892400001aJayJKThu, 24 Jan 2013 02:48:35 -0500http://www.businessinsider.com/c/5100e7536bb3f7892400001a
That is false. Dividends may not raise stock prices, but stock repurchases absolutely can raise stock prices. The reason you don't see stock prices often not responding to repurchases is either because the underlying business is dying or because the scale of repurchases are insignificant to the amount of outstanding stocks. For example, look at IBM or AZO. Their revenue growths are low single digits but their EPS growth is in double digits, and they achieve this by substantial stock repurchase programs. If Apple for example, decided to use half of their net income for stock repurchases, assuming stable earnings, its float will be halved in about ten years, EPS would double, and the stock will probably more than double in price. Considering that Apple already has 137 billion in cash and it's adding 50 billion every year to its balance sheet, I think they should just stop paying dividends and start doing share repurchases.http://www.businessinsider.com/c/5100e4e16bb3f77a26000001mjeThu, 24 Jan 2013 02:38:09 -0500http://www.businessinsider.com/c/5100e4e16bb3f77a26000001
The problem with your articla is that the so-called analyists were hyping the stock to $ 1000.00, so people bought the stock at $ 700.00, so now the stock is a lot lower we are left holding the bag (same as it ever was). Shame on CNBC and Bloomberg for hyping the stock to $ 1000.00.http://www.businessinsider.com/c/5100ded76bb3f74313000018clambosliceThu, 24 Jan 2013 02:12:23 -0500http://www.businessinsider.com/c/5100ded76bb3f74313000018
Maybe 20% ? I really don't know but let's say just 50-100 million of them.
Chinese don't have credit card debt. They also often don't have mortgages.
Many will simply save up the $200 or so for the iPhone.http://www.businessinsider.com/c/5100cd546bb3f78375000017Jeff NolanThu, 24 Jan 2013 00:57:40 -0500http://www.businessinsider.com/c/5100cd546bb3f78375000017
it must be a version of Stockholm Syndrome... no matter what happens to AAPL somebody in the media will find something good to highlight.http://www.businessinsider.com/c/5100cbd06bb3f79073000003crose14Thu, 24 Jan 2013 00:51:12 -0500http://www.businessinsider.com/c/5100cbd06bb3f79073000003
Because you didn't understand my comment in the slightest, Pal. I was simply blown away by the Note. Incidentally, no.http://www.businessinsider.com/c/5100be326bb3f72e5700000brickrickrickrickyWed, 23 Jan 2013 23:53:06 -0500http://www.businessinsider.com/c/5100be326bb3f72e5700000b
f$#@http://www.businessinsider.com/c/5100bbd9eab8eafc12000026clambosliceWed, 23 Jan 2013 23:43:05 -0500http://www.businessinsider.com/c/5100bbd9eab8eafc12000026
Why don't you download googletranslate app for iPhone then? You don't need to buy a new phone pal.
Incidentally, your co-worker is not "international", she's a foreigner.http://www.businessinsider.com/c/5100bbcd6bb3f75f57000004KeithWed, 23 Jan 2013 23:42:53 -0500http://www.businessinsider.com/c/5100bbcd6bb3f75f57000004
How many of those 630 million subscribers can afford iPhones on subsidy or otherwise?http://www.businessinsider.com/c/5100bb586bb3f7d85200000aKeithWed, 23 Jan 2013 23:40:56 -0500http://www.businessinsider.com/c/5100bb586bb3f7d85200000a
AAPL is all about the iPhone. One bad iPhone launch and the party is over.
Show me somebody who could kill Google in a year with a better search engine.http://www.businessinsider.com/c/5100ba10eab8ea3e1100001aEmthaphorosWed, 23 Jan 2013 23:35:28 -0500http://www.businessinsider.com/c/5100ba10eab8ea3e1100001a
So, can we see an objective, post-fan-boy analysis of AAPL's value? Great, treat them as a utility. Treat them like MSFT. Do a first year CFA workup on them with no preconceptions--just the numbers (you know--those $billions).
What's the f'ing company worth as a post-Jobs tech cash cow?http://www.businessinsider.com/c/5100b8966bb3f7ba4e00000dclambosliceWed, 23 Jan 2013 23:29:10 -0500http://www.businessinsider.com/c/5100b8966bb3f7ba4e00000d
Sounds to me as if there are some very newbie investors around here. They may also have no money but like to make comments. Have fun boys.
Apple is making SO much money it's almost unreal. Stock *investors* buy stocks to get in on that action. Apple is going to keep making tons of money for years to come.
Go to Amazon, search some product, e.g. iPad or Macbook Air, etc. You will read how people just love the products. The computer guys are replacing clunky Windows machines with macbook pros, airs and iMacs all over the place.
The DAY Apple gets the contract with Chinamobile (630 million subscribers) AAPL will go up $100 per share.
Stocks are best held for a while, not a few months or a year. Buffet said the ideal holding period for a stock was "forever".
Buying Apple tomorrow you are making a nice 2%+ dividend on your dough. You just patiently wait until the stock surpasses $705. Nice profits.
Do I know how soon AAPL will be back over $705? No, but it's sure gonna be before I need the dough.
Jobs was unique, but Cook and the others will make "obscene profit growth" using the beautiful products already made by Apple. They may even make new and interesting products that people may buy.
Come on, Apple reported selling over 70 million "i devices" (iPhone&iPad) in THREE MONTHS. Are you kidding me?
There are billions of people left who still want their first Apple product. They're saving up, but they're gonna buy one someday. Apple will make $250+ profit from every one of them.
Patient investors make the most money. Ignore the naysayers, buy AAPL tomorrow if you have money (most of you don't).http://www.businessinsider.com/c/5100b1f5eab8ea847d000011AAPL FANWed, 23 Jan 2013 23:00:53 -0500http://www.businessinsider.com/c/5100b1f5eab8ea847d000011
More of this article for a month would pull AAPL stocks on 500 :)
metrobenta.comhttp://www.businessinsider.com/c/5100b1956bb3f7a841000017joeinmiamiWed, 23 Jan 2013 22:59:17 -0500http://www.businessinsider.com/c/5100b1956bb3f7a841000017
How many Steve Jobs are out there and available? No one can compare with a founder, period, but the numbers speak for themselves. The growth rate has slowed (law of large numbers), but the absolute numbers are historic, again. Worldwide market share is 14%....plenty of upside left.
A larger, smaller, lighter, thinner iPhone will always be considered "evolutionary". Get real...http://www.businessinsider.com/c/5100ae306bb3f7653b000012TommyBoyWed, 23 Jan 2013 22:44:48 -0500http://www.businessinsider.com/c/5100ae306bb3f7653b000012
Sorry but the whole returning cash to shareholder thing sounds great in theory but doesn't work so well in practice at least for tech companies anyway. People never complained about the cash piling up when the stock was at $700 but now its all the rage at $460. They said the same thing about Intel, Microsoft, HP, Cisco, Texas Instruments, etc. All those companies levered up, bought back boatloads of stock, paid a big dividend and their stock prices have gone nowhere for ages. Now all they have to show for it is depleted balance sheet capacity and less flexibility to spend for growth. Seriously, if a 2% taxable yield is what people want then go buy a 10 year T-bond. Take care of the core business and the stock will take care of itself. Otherwise, no amount of buybacks and dividends will do anything to save the stock.http://www.businessinsider.com/c/5100a9b5ecad04b047000011rupertoWed, 23 Jan 2013 22:25:41 -0500http://www.businessinsider.com/c/5100a9b5ecad04b047000011
they just need to sue more people over patents on things they didn't inventhttp://www.businessinsider.com/c/5100a5a769bedd0803000013LiamWed, 23 Jan 2013 22:08:23 -0500http://www.businessinsider.com/c/5100a5a769bedd0803000013
Come on, Apple has a P/E of 11.64, compared to Google that is double that. Investors can flee like rats, but in reality the model is still solid. It's all about the numbers.http://www.businessinsider.com/c/5100a59becad048845000002crose14Wed, 23 Jan 2013 22:08:11 -0500http://www.businessinsider.com/c/5100a59becad048845000002
I was working in my research lab yesterday, when an international co-worker who couldnt communicate with me all that well pulled out her galaxy note. Let's just say the phone had that big of an impact on me, my iPhone 5 is the last iPhone i will own.http://www.businessinsider.com/c/51009e61ecad04e92f00000fAndré Kenji De SousaWed, 23 Jan 2013 21:37:21 -0500http://www.businessinsider.com/c/51009e61ecad04e92f00000f
Only if Chinese and Indians are willing to starve to pay 600 dollars for the Iphone.http://www.businessinsider.com/c/51009da96bb3f7721a000011thank godWed, 23 Jan 2013 21:34:17 -0500http://www.businessinsider.com/c/51009da96bb3f7721a000011
and maybe just maybe Apple will remember that a lot of us made big investments in desktops & laptops for work and do something about that ecosphere and screw the cloud/ios/tablet for awhile
1st up- how about addressing the ram-sucking bloatware that is mac OSX 10.8.2
8GB of ram and it hangs like mofo
don't get me started on safarihttp://www.businessinsider.com/c/51009d2decad047536000001Jay YarowWed, 23 Jan 2013 21:32:13 -0500http://www.businessinsider.com/c/51009d2decad047536000001
Apple sold 48 million iPhones. Seems like people like the smaller screens, no?http://www.businessinsider.com/c/51009bf9eab8ea8252000002clickbotWed, 23 Jan 2013 21:27:05 -0500http://www.businessinsider.com/c/51009bf9eab8ea8252000002
Good point! I never considered the imac supply issues to be an explicit supply chain failure caused by an overtaxed Tim Cook who now has to be CEO with all that attendant BS.
A stock buyback is one way to get their EPS up as their margin declines, that's for sure. But why should they focus on bogus measurements like that?
A large stock buyback would in my opinion be a huge admission of failure on apple's part. I'd rather see them buy (say) verizon for their data network with that 130B cash pile, and shut every one of verizon's retail stores down as a public service!http://www.businessinsider.com/c/51009b28ecad04922b00000fjdam2Wed, 23 Jan 2013 21:23:36 -0500http://www.businessinsider.com/c/51009b28ecad04922b00000f
oh please. it is technology, of cuz there will be better shinier products haven't been made.
i just hope apple will keep innovating.http://www.businessinsider.com/c/51009a92ecad049429000011TommyBoyWed, 23 Jan 2013 21:21:06 -0500http://www.businessinsider.com/c/51009a92ecad049429000011
Why would Cook say anything about the iPhone 5 other than that its the most perfect smartphone ever created (even if he doesn't believe it) in response to the larger screen question even if they have one in the pipe? If he even drops a hint that the current model will be replaced by another one very soon, guess what happens to his iPhone 5 sales for the current quarter...http://www.businessinsider.com/c/5100978e6bb3f7bc11000006TommyBoyWed, 23 Jan 2013 21:08:14 -0500http://www.businessinsider.com/c/5100978e6bb3f7bc11000006
This was actually a pretty objective post on Apple the company vs. the stock. Another important point is that the iPhone was a once in a lifetime opportunity that opened an entirely new multi-hundred billion dollar market for Apple since 2010 as you pointed out in another post. Even if Samsung wasn't around, smartphone penetration in the developed markets are at the point where iPhone revenue growth had to slow significantly.
From a revenue growth standpoint, the iPhone allowed Apple to show accelerating y/y change and muted the q/q downdrafts during the seasonally slower first part of the year for retail spending. I can still remember during the pre-iPhone era when investors would routinely clobber the stock for 25-40% corrections every Feb/Mar because of the huge post holiday q/q sales decline heading into an air pocket for new product intros that wouldn't restart until May/June. We were all pining for the latest iteration of the iPod back then!
It wasn't until the iPhone came along that this pattern gradually receded from 2009-11. There was no spring correction at all last year as everyone tried to get ahead of the iPhone 5 in the back half. Well, now that its clear iPhone and smartphone sales growth in general is on the decline, it would not surprise me to see Apple's stock revert back to the old pre-2009 quarterly seasonal product cycle pattern. It sure won't be as easy to make money as buy and hold in the last few years, but if Apple becomes a mature cyclical growth company like IBM then there is definitely opportunity to be had trading around product cycles.http://www.businessinsider.com/c/5100925eeab8eabf3d000007GuyWed, 23 Jan 2013 20:46:06 -0500http://www.businessinsider.com/c/5100925eeab8eabf3d000007
I am not so sure larger screens aren't a trend either. I was one of the first to own a larger screen Android phone 3 years ago with the HTC Desire. But after owning it for over two years. I just felt good about the smaller Iphone being in my pocket.
When I do travel now. I just take along my mini.http://www.businessinsider.com/c/510091adeab8eac938000009dave.in.flWed, 23 Jan 2013 20:43:09 -0500http://www.businessinsider.com/c/510091adeab8eac938000009
'we had a bad quarter so we're changing the way we report quarters'
not very helpful
<a href="http://tinyurl.com/efdses4r67" target="_blank" rel="nofollow" >http://tinyurl.com/efdses4r67</a>http://www.businessinsider.com/c/51008fe069bedd7754000008anojWed, 23 Jan 2013 20:35:28 -0500http://www.businessinsider.com/c/51008fe069bedd7754000008
**dullhttp://www.businessinsider.com/c/51008fa86bb3f78c04000003anojWed, 23 Jan 2013 20:34:32 -0500http://www.businessinsider.com/c/51008fa86bb3f78c04000003
china mobile is a huge opportunity as is india where smartphone penetration is ~5%...
61% of aapl's revenues are now international.. china is seeing triple digit growth (see today's call).
dont let wall street short sighted stupidity take you away from the fact.. at 1K / share apple would be trading in line with google .. in a market where appl has 70% of the profits...
you need to present the facts and then draw logical conclusions.. another full BI articlehttp://www.businessinsider.com/c/51008e03eab8eaed30000015Ken KWed, 23 Jan 2013 20:27:31 -0500http://www.businessinsider.com/c/51008e03eab8eaed30000015
Honestly, most of your other posts have been absolutely horrendous, but this is one of the most thoughtful and least sensationalized posts you have ever done. Can we expect more 'rational' posts from Mr. Yarow in the future? Certainly hope so.http://www.businessinsider.com/c/51008ddcecad042718000003mvigodWed, 23 Jan 2013 20:26:52 -0500http://www.businessinsider.com/c/51008ddcecad042718000003
OH yeah..I'll add to my comment. Cook is over his head. He is a supply chain guy now in over his head as CEO. He cannot do both well. He is not a charismatic front man like Jobs was. Maybe very few are but Cook is too far from what is needed in this role. I'd rather see him focus on supply chain so we don't have two quarters with no imacs like we have now. Put somebody else in the CEO position. As much as I wanted it to be Cook he clearly misses way too much. Larger iphone. Buyback. Dividend. Stock. Shareholders.http://www.businessinsider.com/c/51008cf56bb3f74102000005singapuraWed, 23 Jan 2013 20:23:01 -0500http://www.businessinsider.com/c/51008cf56bb3f74102000005
A very sensible opinion but you forget one thing: Apple had a head start but is losing in almost all markets. Every "new" product is a copy of the old one and people are getting tired of that. Without a "magical" new invention and a marketeer like Jobs, it will be very hard to convince people that the iPhone x will be so much better than the x-1 or a competitors product.http://www.businessinsider.com/c/51008cd969bedd344a000006mvigodWed, 23 Jan 2013 20:22:33 -0500http://www.businessinsider.com/c/51008cd969bedd344a000006
Jay,
I see other issues here besides the numbers.
I read that Cook said there won't be a larger iPhone? They feel their research indicates they have the perfect size? Well the market believes otherwise with Samsung selling the heck out of larger format phones. Are they this obtuse?
Next and the bigger concerns are how they are treating shareholders. No increase in dividend. No buyback. Current buyback only offsets dilution of their massive option grants which they sell once vested. Street wanted 50B to 100B buyback even if they have to borrow at low rates to do so. With the stock at 7 times EPS ex-cash why does the money sit there? No dividend to set a floor either? This is why everyone is running for cover. This is not a shareholder friendly board and management team.
Expanding on this I noted that insiders hold between zero shares for a few, couple hundred shares for some other top execs and only a few have several thousand. Cook only has 13k shares. What apple and its board do is blow them out once they vest. At no point do they hold significant stakes which they "can" sell but they "don't" sell. Very telling. Also maybe the reason they are not concerned with shareholders or the share price.
If a 30% haircut is not enough to get you to step up and use your massive assets to defend the stock and company than what will it take? I'm not sticking around to find out. I blew out 3/4 of my position tonight not because of earnings but because of the disregard for shareholders. I'll be selling the rest shortly and investing it all in other companies that treat their shareholders as the owners they are.
I don't want to stick around while apple banks cash only to burn it all up one day when the music stops.